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Enboarder + Lever Integration for Launching Workflows
Enboarder + Lever Integration for Launching Workflows

Connect your Lever instance with Enboarder to automatically send new hires into their onboarding experience!

Adam Faludi avatar
Written by Adam Faludi
Updated over a month ago

Lever-age automation to launch your hires into workflows!

Lever is one of the ATS integrations available under Settings > Integrations and is designed to allow you to automatically launch workflows when a candidate is hired. This uses Lever's own native webhook functionality to send candidate data directly to Enboarder.

Before you begin: Like anything worth doing, integrations take time. Please allow up to 4 weeks for this integration to be completed, this includes time for scoping, development, and testing. You’ll also need to have a system expert and/or system administrator to assist in the completion of this integration.

How does it work?

Lever is an ATS and therefore is a one-way integration to Enboarder. This means that while you can launch Workflows directly from Lever, you can't cancel or update details of active Workflows once they're launched. This is a manual process for you or your Enboarder admins.

Have no fear, updating or canceling Workflow is easy!

Please note: The Enboarder integration requires set up by the Lever team. Please reach out to the Lever support team for this integration. Also, you will need to have an Enterprise or Professional Lever subscription to utilize this integration.


Lever Integration Setup

Step 1: Flip on the Enboarder toggle and request to enable

As a 'Super Admin', log into Lever and navigate to the integration settings page where you will find the Enboarder integration switch. Once activated, you will see a button which says 'Send Request to Enable' on the right. This will notify a member of Lever support to generate your integration key, which will be sent to your email as a download link. Please download this integration key and save it for later steps!

Lever API Key (optional)

Note - This step is only required if you don't want to use the Enboarder toggleoption above and want to manage the key yourself.

This key is used to fetch user/offer details from lever once the candidate is hired, and details will be sent to Enboarder. Here are the steps to generate API Key:

  • Login to Lever and then go to Settings → Integrations and API → API Credentials tab.

  • Click on Generate New Key in the Lever API credentials section

  • The system will ask below information

    • Key Name - You can put KeyForEnboarder or any other value

    • Logo image - This is optional

    • Permissions - Permission to access keys. Please provide the below permissions:

      • read user

      • read requisition

      • read opportunity

      • read candidate

      • list users

      • list opportunity offers

      • list candidate offers

      • list tags

  • Note down the API key in note pad and click on done button.

Step 2: Generate Lever Webhook signing token

  • Login to Lever and then go to Settings → Integrations and API → Web-hooks Section

  • Enable the 'CANDIDATE HIRED' Webhook option if not already enabled

  • Click on Add webhook button

image2021-8-9_19-14-15.png
  • On clicking this button, the system will show you a new pane where webhook information needs to be filled.

  • Copy the Signature token from this pane and note it down. You need to copy this token in Enboarder.

  • Please keep this section open. You will need to come back once the Enboarder tile is configured.

image2021-8-9_19-17-22.png

Step 3: Set up your Lever integration within Enboarder:

This step requires both the integration key and webhook signing token to be copy/pasted into Enboarder. Login as an admin and go to: Settings > Apps & Integrations > App Center and click on the Lever tile to begin.

Click on 'Add Integration' and you will see two required fields for the API Key and the Signing Token from Lever. Note: You can choose to integrate a Lever sandbox account for testing before integrating your Lever production account.

Once you have entered the two required Lever integration fields, click Integrate Now. A customized 'Webhook URL' will appear and must be copied for the next step!

Note: The Enforce Candidate ID as Unique ID flag should be ticked if you want to restrict the same candidate from launching again in Enboarder.

  • If this is selected then Enboarder will try to update the workflow if the candidate is triggered with an existing candidate ID.

  • If this is not selected, Enboarder will either launch the candidate in a different workflow if the criteria sent from the candidate is different to the criteria on the original workflow, or it will cancel the existing workflow and launch it again if the criteria is the same

Step 4: Lever Webhook Configuration

Now we are ready to turn on the Lever webhook which will begin sending candidate info over to Enboarder. Note: If you have any custom fields in Enboarder, be sure to read the General Integration Notes below before completing this step.

A Lever admin will login and navigate to: Settings > Integration > Webhooks > Webhook Configuration. This contains a series of switches that will enable sending webhooks at various candidate stages. For onboarding, we are going to use the Candidate Hired stage shown below. Once enabled, you will need to paste the custom Enboarder Webhook URL from the previous step. Lastly, click 'Verify' to see if the setup was successful!

General Integration Notes

  • This integration will only work on implementations that have the Offer Letter process performed within Lever.

  • Candidate Information will be coming from the offer form in Lever. The first valid Mobile number will be used in Enboarder for communication. Likewise, the first email address will be stored in Enboarder for each candidate.

  • The Offer Anticipated Start Date will be used as the “Start Date” in Enboarder.

  • Lever has 2 manager roles, Direct Manager and Hiring Manager. These can be used as managers in Enboarder (Direct Manager is the default). If the Manager Label matches these roles then those managers will be populated in Enboarder. The Manager Labels that will match are “Hiring Manager” and “Direct Manager”.

  • Manager contact info will be picked up from Lever in the user record. This includes name and email of manager (but not mobile number).

  • Custom fields in Lever will be mapped to Category fields and Custom Fields in Enboarder. This will be based simply on label/value matching (case sensitivity is not important). For example, if you want to include a custom field from Lever called Department then you will need to create a Category in Enboarder called with Department with matching choices. This is a critical step for any required Categories or Custom Fields!

Location

Location category values will be first picked from the Offer section in Lever. If Location isn't in the Offer section, then Enboarder will take this from the Requisition.

If Location is not set in the Offer or Requisition sections, Enboarder will feetch this from the Office Location.

Mapping Extra Managers via Custom Fields

Lever natively supports two manager roles - Hiring Manager, Direct Manager. To map extra managers with mobile numbers or email addresses, you can use 'Lever Offer' custom fields. You should name these custom fields to match the Manager label in Enboarder. Let's say for example that we want to create custom fields to populate a Regional Manager in Enboarder. You would need to create a 'Regional Manager' field and a 'Regional Manager Email' or 'Regional Manager Mobile' field in the Offer section of Lever.

Stopping Workflows from being launched in Enboarder

Lever will webhooks for all candidates which are hired, but Enboarder will be on the lookout for a Candidate Tag which says 'Do Not Push to Enboarder'. If we see this tag, we'll ignore the webhook instead of launching a workflow.

Troubleshooting 

You can now investigate mapping issues very easily. The API response will be available under Please go to Settings > Apps & Integrations > Integration Logs for that account to view the complete webhook payload. There may be multiple rows of entries for each new hire. One will contain the complete response message and the others will provide information from the webhooks.

Click on the row with the blank 'Employee' to see the complete payload received.


Prevent duplicate launches from Lever

Making changes in Lever for the candidate can result in the candidate launching multiple times in Enboarder. In order to prevent a candidate from experiencing multiple launches, simply click the "Enforce Candidate ID as Unique ID" checkbox in the system. If you have already integrated, simply update the integration and ensure this box is checked!

If a candidate is hired within the same opportunity in Lever, only then will we mark it as a duplicate. In the case of a rehire who comes through in another opportunity, our system will allow it


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